Upbeat Prediction


By Clark Tseng The semiconductor industry started out quite strong in 2012 but declined rapidly in the second half of the year, resulting in a slight year-over-year decline of 2.7% in worldwide semiconductor sales. On the other hand, worldwide capital equipment market recorded a decline of 15% from $43.5 billion in 2011 to $36.9 billion in 2012 according to the SEMI WWSEMS report. While indust... » read more

The Learning Imperative


By Tom Morrow An often under-appreciated component of Moore’s Law has been the massive learning and education effort required to sustain continuous improvement at the incredible rate predicted by Gordon Moore nearly 50 years ago. The industry regularly calculates the contribution of lithography-based scaling, wafer size increases, and yield improvements necessary to keep pace with aggressive... » read more

SEMICON West: Accelerating R&D


By Karen Savala Earlier this month, SEMI announced the addition of the Silicon Innovation Forum (SIF) to SEMICON West to help accelerate the innovation pipeline for advanced semiconductor technology. This exciting program was developed in collaboration with leading strategic investment groups in our industry, including Applied Ventures, Dow Chemical Company, Intel Capital, Micron Ventures, TE... » read more

Taiwan: Aggressive Investments In Equipment For 2013-2014


By Christian Gregor Dieseldorff Semiconductor equipment spending in 2012 declined significantly in the second half of the year as sluggish conditions in the global economy dampened some investments in the industry. Counter to this trend was spending in the Taiwan, which could come in at the $9.3 billion to $9.5 billion range. This represents $800 million more in equipment for Taiwan compared t... » read more

Tightening the Purse Strings


By Christian Gregor Dieseldorff When forecasting fab spending, capacity ramps, and related technology node transitions, analysts must not only examine the semiconductor industry, but also track and consider economic factors such as GDP, political events, oil prices, unemployment rates, and consumer sentiments. The latest SEMI World Fab Forecast report, published at the end of November 2012, re... » read more

2012 Year-End Consensus Forecast


By Lara Chamness While the first half of the year started out with strong booking and billing activity, continued economic uncertainty has led many device manufacturers to cut back on their equipment investments during the second half of this year. The recently published SEMI Year-End Consensus Forecast predicts that the new equipment market will contract 12.2 percent for this year (to $38.2 b... » read more

New Materials And Collaboration


By Tom Morrow John Smythe, advanced technology lead for Micron’s Advanced Materials Technology Group, kicked off the 2012 Strategic Materials Conference (SMC) on Oct. 23, with a comprehensive overview of the materials challenges to continued scaling in memory, including a status update on several novel and emerging materials sets that may have potential at sub-20nm. How the industry w... » read more

Materials Market To Top $50 Billion In 2013


By Lara Chamness Given current macroeconomic headwinds, this year is proving to be challenging to forecast. Most analysts recently downgraded their semiconductor revenue forecasts to flat or low-single digits, down from the more optimistic forecasts of 4% to 6% growth presented earlier in the year. SEMI believes that the semiconductor materials will trend with the device market. As such, th... » read more

2011: A Look Back at the Semiconductor Equipment and Materials Market and Outlook


by Lara Chamness, senior market analyst, SEMI Semiconductor Market Trends 2011 was a record year for the semiconductor industry in many regards. First and foremost, semiconductor revenues approached the long elusive $300 billion mark. Secondly, semiconductor materials passed the record high set in 2010 to reach $47.9 billion. And finally, semiconductor equipment sales grew 9 percent, off ... » read more

Front-End Fab Equipment Spending To Grow 17% In 2013


By Christian Gregor Dieseldorff SEMI just released an update to its World Fab Forecast database, which indicates that total fab spending for equipment needed to ramp fabs, upgrade technology nodes, and expand or change wafer size could increase 16.7 percent in 2013 to reach a new record high of $42.7 billion. The estimate includes new equipment, used equipment, or in-house equipment but exclu... » read more

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